Free Estate Planning Information

[KristiD]

a couple a months ago, there was a 2 hour radio program with a Trust and Estate attorney who specializes in the Iraqi Dinar investment. He covered a lot of information about it and did a worksheet on things you can to before, during and after the RV to minimize taxes and maximize benefits.

This attorney is on the east coast and is NOT taking on new clients - he's not trying to drum up business.....he just did the show to help others out.

here's the link to listen to the 2 hour radio show:   http://www.blogtalkradio.com/asdf/2013/05/04/phoenix-rising-radio

 

and here's the worksheet (you can give the worksheet to your own attorney/taxman to help guide them through this unusual investment)   he did to help people out:

 

 

 

Estate Planning Techniques for IQD Investors 

 

Planning Objectives:

 

(WT) Family Wealth Transfer and Gift Tax/Estate Tax Planning 
(IT) Income Tax Planning 
(AP) Asset Protection 
(P) Privacy 
(PR) Probate Avoidance 
(EP) General Estate Planning 

 

Pre-RV                                              Post-RV – Pre-CE                            Post- CE

 
IQD gifts to family                           IQD gifts to charities                       Grantor CLAT
(WT)                                                  (IT)                                                    (IT, WT)    
Dynasty Trust – IQD funded          Charitable Remainder                     Charitable Remainder 
(WT)                                                  Trust (CRUT or CRAT)                    Trust (CRUT or CRAT) (IT)
                                                                                                                    Revocable Trust – funded

                                                                                                                    (EP, PR)

                                                                                                                    LLCs (P, AP)

                                                                                                                    Asset Protection Trust

                                                                                                                    (AP, P, PR)

                                                                                                                    Other Revocable Trusts

                                                                                                                    (WT)

Terms:
RV:      Revaluation of IQD 
CE:      Currency exchange (IQD to USD) 
CRUT: Charitable Remainder Unitrust 
CRAT: Charitable Remainder Annuity Trust 
CLAT: Charitable Lead Annuity Trust 
LLC:     Limited Liability Company

 

 

Good luck to everyone and God bless us all........          GOOOOOO RV!!!

 

 

 

 

[iraqiceman]

Thanks

[yaker]

Thanks Sara,

 

While I am part of the OSI I always want to keep informed.  I listened to all of the radio show and it had great advise for those not part of OSI.

 

The biggest thing to learn from it is once the RV happens do not rush to the bank and exchange ALL of your dinar for dollars. Contact a good estate planning attorney first. They can save you a lot of money on taxes (before exchanging your dinar for dollars) by estate planning!